Institutional Ownership Ishares Trust Ishares Msci Glo (SDG)
This table provides information about the institutional ownership of Ishares Trust Ishares Msci Glo (SDG). We have compiled data on the 122 institutions that hold shares in the stock, with a total of 1.29 Million shares, which have been reported (via 13F filing form) to have a value of $94.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
10,391
shares
|
$756,880
0.0% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
10,323
shares
|
$751,927
0.15% of portfolio
|
Q4 2024
Reduced 5.34%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
10,060
shares
|
$732,770
0.01% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
9,737
shares
|
$709,243
0.0% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
9,504
shares
|
$692,271
0.16% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
9,200
shares
|
$670,128
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
9,135
shares
|
$665,393
0.0% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
8,980
shares
|
$654,103
0.13% of portfolio
|
Q2 2023
Reduced 51.11%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
8,812
shares
|
$641,866
0.45% of portfolio
|
Q1 2023
Reduced 5.67%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
8,566
shares
|
$623,947
0.3% of portfolio
|
Q3 2024
Reduced 14.61%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
7,703
shares
|
$561,086
0.08% of portfolio
|
Q4 2024
Reduced 7.79%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
7,549
shares
|
$549,869
0.0% of portfolio
|
Q4 2024
Reduced 80.78%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Feb 14, 2025 Q4 2024 |
7,410
shares
|
$539,744
0.37% of portfolio
|
Q4 2024
Reduced 8.74%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
7,349
shares
|
$535,301
0.0% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
7,207
shares
|
$524,957
0.01% of portfolio
|
Q4 2024
Added 28.97%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
7,053
shares
|
$513,740
0.0% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
6,222
shares
|
$453,210
0.07% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
6,100
shares
|
$444,324
0.0% of portfolio
|
Q2 2024
Reduced 39.6%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
5,713
shares
|
$416,134
0.02% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
5,494
shares
|
$400,182
0.11% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
5,327
shares
|
$388,018
0.0% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
5,310
shares
|
$386,780
0.01% of portfolio
|
Q4 2024
Reduced 21.97%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
5,038
shares
|
$366,967
0.0% of portfolio
|
Q4 2024
Reduced 10.86%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
5,036
shares
|
$366,822
0.0% of portfolio
|
Q3 2024
Reduced 8.75%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
4,887
shares
|
$355,969
0.0% of portfolio
|
Q4 2024
Reduced 1.63%
|